GWM
ARCE

Geneos Wealth Management’s Arco Platform Limited Class A Common Shares ARCE Stock Holding History

Geneos Wealth Management’s Portfolio ARCE Stock Details ARCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$3K – 2923
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2617
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2964
2020
Q4 		$2K Sell
100
-100
-50% -$3.79K ﹤0.01% 2742
2020
Q3 		$8K Hold
200
– – ﹤0.01% 2048
2020
Q2 		$8K Buy
+200
New +$9.48K ﹤0.01% 2019

Other funds holding ARCE

WM
Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Geneos Wealth Management's ARCE Position: Q3 2021 in Review

Geneos Wealth Management sold out of Arco Platform Limited Class A Common Shares (ARCE) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in ARCE in Q2 2020 and held it in 5 quarters. The position peaked at $8K in Q3 2020. 64 funds tracked by Wall St. Rank hold ARCE as of Q3 2021.

  • Geneos Wealth Management reported no remaining Arco Platform Limited Class A Common Shares position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Arco Platform Limited Class A Common Shares shares in Q3 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in Arco Platform Limited Class A Common Shares in Q2 2020 and held it in 5 quarters.
  • Geneos Wealth Management's Arco Platform Limited Class A Common Shares position peaked at $8K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held Arco Platform Limited Class A Common Shares as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.